Robert Gorman Email & Phone Number
Founding Partner and Wealth Management Advisor @ Apollon Wealth Management, LLC
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Robert Gorman Location
- Charleston, SC, US
Robert Gorman Work
- 2018 -now Founding Partner and Wealth Management Advisor @
- 2005 -2018 Wealth Management Advisor @ Gorman Financial Group
- 2002 -2003 Accounting Analyst @
- 2001 -2002 Intern @
Robert Gorman Education
- The American College of Financial Services
Master of Science (M.S.) (Financial Services)
2012-2015 - Wake Forest University
Bachelor of Science (B.S.) (Management Information Systems)
1998-2002
Robert Gorman Skills
- Investments
- Wealth Management
- Finance
- Financial Planning
- Business Planning
- Wealth Management Services
- Retirement Planning
- Series 7
- Estate Planning
- Fixed Annuities
- Financial Services
- Risk Management
- Life Insurance
- Business Development
- Certified Financial Planner
- ChFC
- CLU
- Consulting
- Disability Insurance
- Education Funding
- Employee Benefits
- Executive Benefit Strategies
- Group Benefit Plans
- Group Insurance
- Health Insurance
- Cash Management
- Investment Management
- Investment Strategies
- Bonds
- Long Term Business Planning
- Asset Protection
- Long Term Care Insurance
- Money Market Accounts
- Money Market Funds
- Mutual Funds
- Problem Solving
- Retirement Benefits
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Savings
- Stock Management
- Stock Market
- Stocks
- Strategic Consulting
- Succession Planning
- Term Life Insurance
- Treasury Services
- Trust Services
- Variable Annuities
- Wealth Preservation Planning
- Services
- PowerPoint
- Strategy
- Microsoft Excel
- Public Speaking
- Leadership
- Resources
- Marketing
Robert Gorman Summary
- Robert Gorman, based in Charleston, SC, US, is currently a Founding Partner and Wealth Management Advisor at Apollon Wealth Management, LLC. Robert Gorman brings experience from previous roles at Gorman Financial Group, Blackbaud and Merrill Lynch. Robert Gorman holds a 2012 - 2015 Master of Science (M.S.) in Financial Services @ The American College of Financial Services. With a robust skill set that includes Investments, Wealth Management, Finance, Financial Planning, Business Planning and more. Robert Gorman has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Apollon Wealth Management, LLC Employees
Robert Gorman
Founding Partner and Wealth Management Advisor
Charleston, SC, US
Matthew Baltuch
Managing Director Wealth Manager
New York, NY, US
Michael Dolberg
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Mike Herman
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Barbara Hull
Vice President Human Resources
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Timothy Hiscock
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Ryan Wibberley
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Kevin Caputo
Managing Director, Wealth Management Advisor
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Frank Cappadora
Managing Director
Manchester, MD, US
Dan McCarthy
Managing Partner
Braintree, MA, US
Eric Sterner
Chief Investment Officer
Bridgewater, NJ, US
Dave Smith
Vice President of Compliance
Palm Desert, CA, US
Ryan Shanks
Chief Growth Officer
Springfield, MA, US
Jill Guess
Director of Alternative Investments
Richmond, VA, US
Joshua Mauk
Managing Director
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Robert Ruelle
Senior Vice President-Financial Planning
Richfield, WI, US
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